Wealth Management Client Services Specialist (Hybrid)
Savant Wealth Management
Savant Wealth Management seeks a Client Services Associate to join our Twin Cities team in St. Paul. You will serve as the trusted liaison for clients and advisors, guiding clients through paperwork, coordinating meetings, and ensuring detailed, high-touch service. In this role you will build relationships, support onboarding, manage schedules, and document interactions using Salesforce and other tools. A collaborative, client-focused mindset is essential. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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